Jason Green

Current

Sr Treasury Analyst at SchoolsFirst FCU (formerly OCTFCU)

Past

Team 3M at Polaris Investment Competition
ALM Analyst at Impac Mortgage
Sr Analyst at Wescorp

Derivatives Accountant at Williams Energy

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1 more...

Education

University of California, Irvine - The Paul Merage School of Business
Northeastern State University
Tulsa Community College

Dewar High School

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1 more...

Recommended

4 people have recommended Jason

Connections

185 connections

Industry

Financial Services

Websites

Jason Green’s Summary

• Experienced Financial Services Professional with a record of success as a Senior Treasury Analyst, Senior ALM Analyst, Senior Interest Rate Analyst and a Derivatives Accountant complimented by a BS in Finance from Northeastern State University and an MBA in Finance from the University of California, Irvine.
• Practical experience supporting Financial Services in Credit Unions, Mortgage Brokerages, Energy Marketing and Derivative Trading.
• Well positioned to provide strategic equity analysis. Early experience as an Equity Analyst Intern complimented by MBA level classes in Financial Statement Analysis, Investments and Strategy and successful competition in University Sponsored Investment Competitions.

Jason Green’s Specialties:

Assets Liability Management

Jason Green’s Experience

Sr Treasury Analyst

SchoolsFirst FCU (formerly OCTFCU)

(Non-Profit; 501-1000 employees; Banking industry)

June 2006 — Present (3 years 2 months)

Conduct yearly financial analysis of broker/dealers and corporate credit union. Monitor and ensure the health of banks holding SchoolsFirst investments by developing financial models to track performance. Improve the efficiency and accuracy of reports by constantly refining the procedures driving report generation. Educate management on loan portfolio risk exposure by producing and submitting monthly ALCO reports.
• Key participant in an expected net income increase of $5M. Acted as a member of the Credit Union’s pricing task force charged with analyzing current loan pricing and developing new strategies driving the adoption of new pricing strategies.
Team 3M

Polaris Investment Competition

(Financial Services industry)

April 2007 — April 2008 (1 year 1 month)

The Polaris Investment Competition is a 52-week endeavor in which the selected teams use real money to buy and sell stocks and are measured against a benchmark and each other.

The process begins by selecting a team of 4 to 6 members. The team then puts together a proposal for their picks which is submitted to the Polaris committee for review. Once chosen, your team goes in front of the committee to defend your investment thesis. If you are able to convince the committee that you have a sound investment philosophy and understanding, then your team is selected to compete.

Each team is given $50K per team member. Your buy and sell orders are submitted to the governing body for approval and execution. This is not a trading competition. The goal is to develop a strong understanding of the investment process and have a chance to win some cash as well.

My experience was great as I got to learn from others as well as put my own knowledge and experience to the test.

Thanks Chuck.
ALM Analyst

Impac Mortgage

(Public Company; 501-1000 employees; IMH; Banking industry)

2005 — 2006 (1 year)

Provided cash flow analysis and forecasting for CMOs issued by Impac, a $23.6 billion REIT.
• Improved forecasting by performing cash flow reconciliations between prior forecasts and actual cash flows.
Sr Analyst

Wescorp

(Non-Profit; 501-1000 employees; Banking industry)

2003 — 2005 (2 years)

Supported the efforts of senior consultants advising the Credit Union’s clients on proper money management. Assessed the management of the Credit Union’s client’s assets and liabilities by analyzing client financial statements using QRM. Provided senior consultants with ad hoc reports and client service support in the office and at conferences.
• Improved organizational productivity saving more than 1,170 man hours per year by developing data scrubbing procedures and working in close collaboration with IT to automate the system. Cut average scrub time down from an average of seven hours to two hours.
Derivatives Accountant

Williams Energy

(Public Company; 10,001 or more employees; WMB; Accounting industry)

2001 — 2002 (1 year)

Delivered treasury and accounting support to derivatives traders by tracking daily settlements of option premiums and monthly settlements of swap contracts. Produced projected cash flow reports for cash planning.
• Collected more than $1.5 million in option and swap settle fees by reconciling neglected bank statements.

Jason Green’s Education

University of California, Irvine - The Paul Merage School of Business

MBA , Finance , 2006 — 2008

Developed valuation models for public companies.
Managed investment portfolio of $300,000 and beat the market by 26% over a 52 week period.
Created analyst research reports for individual companies.
Used top-down macroeconomic approach to valuing investments.

Activities and Societies:

Polaris Investment Competition, Financial Management Association
Northeastern State University

Finance 1998 — 2001

Activities and Societies:

Founding member of Tulsa campus Finance Association, Student Government Liason
Tulsa Community College

1995 — 1998

Activities and Societies:

Deans Honor Roll
Dewar High School

1989 — 1991

Activities and Societies:

National Honor Society, Dewar Dragon Football, Mind Olympics